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Our Services

Financial Planning and Complementary Services

At Legacy Financial Services, we specialize in comprehensive financial planning because we believe in taking a holistic approach to helping you pursue your financial goals. To support this overall approach, we offer services, from tax strategies to long-term care insurance, that go hand‐in‐hand with comprehensive financial planning.

  • Comprehensive financial planning
  • Fee-based investment management
  • Retirement accumulation
  • Retirement income planning
  • Tax reduction strategies
  • Life, health, Medicare supplement, disability and long-term care insurance
  • Estate and legacy planning
  • Business succession planning
  • Education planning/529 plans

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IA, IL, IN, KS, MN, ND, NE, OH, SD, TX, WA, WI

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